Key Financial Inc’s SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $547K | Sell |
4,029
-280
| -6% | -$38K | 0.11% | 158 |
|
|
2025
Q1 | $585K | Hold |
4,309
| – | – | 0.13% | 141 |
|
|
2024
Q4 | $569K | Hold |
4,309
| – | – | 0.13% | 139 |
|
|
2024
Q3 | $612K | Buy |
4,309
+180
| +4% | +$25.6K | 0.14% | 138 |
|
|
2024
Q2 | $525K | Sell |
4,129
-80
| -2% | -$10.2K | 0.13% | 139 |
|
|
2024
Q1 | $552K | Hold |
4,209
| – | – | 0.14% | 128 |
|
|
2023
Q4 | $526K | Buy |
4,209
+180
| +4% | +$22.5K | 0.14% | 118 |
|
|
2023
Q3 | $463K | Hold |
4,029
| – | – | 0.16% | 110 |
|
|
2023
Q2 | $494K | Hold |
4,029
| – | – | 0.16% | 113 |
|
|
2023
Q1 | $498K | Buy |
4,029
+319
| +9% | +$39.5K | 0.18% | 102 |
|
|
2022
Q4 | $414K | Hold |
3,710
| – | – | 0.2% | 102 |
|
|
2022
Q3 | $414K | Hold |
3,710
| – | – | 0.19% | 102 |
|
|
2022
Q2 | $447K | Buy |
3,710
+865
| +30% | +$104K | 0.24% | 79 |
|
|
2022
Q1 | $364K | Buy |
2,845
+650
| +30% | +$83.2K | 0.18% | 108 |
|
|
2021
Q4 | $283K | Hold |
2,195
| – | – | 0.14% | 119 |
|
|
2021
Q3 | $258K | Hold |
2,195
| – | – | 0.15% | 124 |
|
|
2021
Q2 | $270K | Hold |
2,195
| – | – | 0.15% | 122 |
|
|
2021
Q1 | $259K | Hold |
2,195
| – | – | 0.17% | 118 |
|
|
2020
Q4 | $233K | Sell |
2,195
-13
| -0.6% | -$1.38K | 0.17% | 110 |
|
|
2020
Q3 | $204K | Buy |
+2,208
| New | +$204K | 0.21% | 111 |
|
|
2020
Q2 | – | Sell |
-2,208
| Closed | -$179K | – | 527 |
|
|
2020
Q1 | $179K | Sell |
2,208
-170
| -7% | -$13.8K | 0.18% | 99 |
|
|
2019
Q4 | $256K | Buy |
+2,378
| New | +$256K | 0.24% | 88 |
|